# Carswell Investments

Carswell Investments is a Multi Family Office based in East Syracuse, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** East Syracuse, United States
- **Region:** North America
- **Address:** East Syracuse, NY, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** carswellinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/carswell-investments-llc

## Regulatory record

- **CRD number:** 158205
- **SEC file number:** 801-72455
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158205

## About

Steven R. Pickard founded Carswell Investments in 2011 after two decades in investment advisory. The firm began as a vehicle to deliver portfolio management and retirement-plan services to select families. The firm constructs globally diversified portfolios using academic research on asset classes including equities, fixed income and alternatives. It functions as a fund-of-funds allocator with a North American geographic focus. No specific portfolio holdings appear in public materials. The team includes Portfolio Manager Conor B. Gillen, who holds CFA and CFP designations. An additional office operates in Daniel Island, South Carolina. No dated operational events from the past 24 months are recorded. The firm maintains RIA registration with the SEC under CRD 801-72455 and holds professional affiliations with the CFA Institute and Certified Financial Planner Board of Standards.

## Sectors

- Wealth Management

## Offices

- Daniel Island, SC, United States

## People

- Steven R. Pickard — Founder
- Conor B. Gillen — Portfolio Manager

## Questions

### Who runs investment decisions at Carswell Investments?

Steven R. Pickard founded the firm and Conor B. Gillen serves as Portfolio Manager. Both hold CFP designations.

### Does Carswell Investments participate in fund commitments or only direct deals?

The firm deploys capital through a fund-of-funds approach.

### What regulatory status does Carswell Investments hold?

The firm is registered as an investment adviser with the SEC under CRD number 801-72455.

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Last updated: 2026-07-06T01:24:13.754Z

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